Receptionist & Branch Assistant
About The Position
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. The role of the Branch Assistant/Receptionist is to provide administrative support to management and to demonstrate professionalism in dealing with investment advisors, their team members and clients. This is combined with the role of receptionist, where the responsibilities are to provide administrative and professional support to the branch and in its dealings with investment advisors, their team members and customers. This is an existing vacancy.
Requirements
- 1-3 years’ working experience in the Finance industry
- Eager to learn new skills and adapt to a changing working environment
- Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment
- Operations familiarity within the brokerage industry
- Familiarity with commonly used programs such as Dataphile
- Strong Microsoft Office Suite skills
- Strong communication and interpersonal skills
- Detail oriented
- Organizational skills
Responsibilities
- Receiving and processing cheque deposits, recording credits to client accounts and keeping records for audit clean
- Printing and mailing cheques
- Receiving and processing certificates deposits
- Monitoring petty cash
- Assist the Branch Administrator in monitoring and clearing up the compliance pending list
- New account documentation
- Assist Branch Administrator with I.T. setups and tech support for branch personnel
- Back-up to the Branch Administrator
- Additional duties as per assigned
- Receive, greet and direct calls and clients
- Sort and distribute incoming mail
- Assist to coordinate branch and client meetings, set up boardrooms
- Accounts payable
- Order office and kitchen supplies and monitor inventory
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
